Ownership history in Capital Analysts, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Capital Analysts, LLC reported a position in WISDOMTREE TR (WTPI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 150 | — | 0% | 0.00% | $5K | $31.60 |
| 2022 Q4 | REDUCED | 150 | -200 | -57.1% | 0.00% | $5K | $21.15 |
| 2022 Q3 | UNCHANGED | 350 | — | 0% | 0.00% | $10K | $20.34 |
| 2022 Q2 | ADDED | 350 | +100 | +40.0% | 0.00% | $11K | $21.79 |
| 2022 Q1 | REDUCED | 250 | -650 | -72.2% | 0.00% | $9K | $23.94 |
| 2021 Q4 | INITIATED | 900 | — | — | 0.00% | $31K | $23.53 |
As of 2025 Q4 — sorted by position size